Book Image

Mastering Microsoft Power BI – Second Edition - Second Edition

By : Gregory Deckler, Brett Powell
4.5 (2)
Book Image

Mastering Microsoft Power BI – Second Edition - Second Edition

4.5 (2)
By: Gregory Deckler, Brett Powell

Overview of this book

Mastering Microsoft Power BI, Second Edition, provides an advanced understanding of Power BI to get the most out of your data and maximize business intelligence. This updated edition walks through each essential phase and component of Power BI, and explores the latest, most impactful Power BI features. Using best practices and working code examples, you will connect to data sources, shape and enhance source data, and develop analytical data models. You will also learn how to apply custom visuals, implement new DAX commands and paginated SSRS-style reports, manage application workspaces and metadata, and understand how content can be staged and securely distributed via Power BI apps. Furthermore, you will explore top report and interactive dashboard design practices using features such as bookmarks and the Power KPI visual, alongside the latest capabilities of Power BI mobile applications and self-service BI techniques. Additionally, important management and administration topics are covered, including application lifecycle management via Power BI pipelines, the on-premises data gateway, and Power BI Premium capacity. By the end of this Power BI book, you will be confident in creating sustainable and impactful charts, tables, reports, and dashboards with any kind of data using Microsoft Power BI.

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Table of Contents (18 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
Planning Power BI Projects
Planning Power BI Projects
Power BI deployment modes
Project discovery and ingestion
Power BI project roles
Power BI licenses
Dataset design
Data profiling
Dataset planning
Sample project analysis
Summary
2
Preparing Data Sources
Preparing Data Sources
Query folding
Query design per dataset mode
Data sources
SQL views
Summary
3
Connecting to Sources and Transforming Data with M
Connecting to Sources and Transforming Data with M
Types of Power Query M queries
Creating Power Query M queries
Power Query M query examples
Dataflows
Power Query M editing tools
Summary
4
Designing Import, DirectQuery, and Composite Data Models
Designing Import, DirectQuery, and Composite Data Models
Dataset layers
The Data Model
Relationships
Model metadata
Column and measure metadata
Optimizing data model performance
Summary
5
Developing DAX Measures and Security Roles
Developing DAX Measures and Security Roles
DAX measure basics
Base measures
Date intelligence metrics
Calculation groups
Dimension metrics
Ranking metrics
Security roles
Performance testing
Summary
6
Planning Power BI Reports
Planning Power BI Reports
Report planning process
Visualization best practices
Choosing the right visual
Visual interactions
Drillthrough report pages
Report filter scopes
Bookmarks
Live connections to Power BI datasets
Report design summary
Summary
7
Creating and Formatting Visualizations
Creating and Formatting Visualizations
The Visualizations pane
Slicers
Single-value visuals
Map visuals
Waterfall chart
Power Platform visuals
Premium visuals
Elements
Formatting visualizations
Summary
8
Applying Advanced Analytics
Applying Advanced Analytics
AI visuals
R and Python visuals
ArcGIS Maps for Power BI
Custom visuals
Animation and data storytelling
Analytics pane
Quick insights/Analyze
Mobile-optimized report pages
Summary
9
Designing Dashboards
Designing Dashboards
Dashboards versus reports
Dashboard design
Dashboard architectures
Dashboard tiles
Live report pages
Mobile-optimized dashboards
Summary
10
Managing Workspaces and Content
Managing Workspaces and Content
Workspaces
Staged deployments
Content sensitivity and protection
Version control
Metadata management
Metadata reporting
Summary
11
Managing the On-Premises Data Gateway
Managing the On-Premises Data Gateway
On-premises data gateway planning
Gateway concepts
Gateway installation and configuration
Managing gateway clusters
Troubleshooting and monitoring gateways
Data refresh
Summary
12
Deploying Paginated Reports
Deploying Paginated Reports
Paginated reports in the Power BI service
Migrating reports to the Power BI service
Planning the Power BI Report Server (PBRS)
Installing and upgrading PBRS
PBRS client applications
Summary
13
Creating Power BI Apps and Content Distribution
Creating Power BI Apps and Content Distribution
Content distribution methods
Power BI apps
Sharing content
Embedding
Data alerts
Email subscriptions
Analyze in Excel
Self-service BI workspaces
Summary
14
Administering Power BI for an Organization
Administering Power BI for an Organization
Power BI administrator role
Data governance for Power BI
Azure Active Directory
Power BI admin portal
Usage metrics reports
Audit logs
The Power BI REST API for admins
Summary
15
Building Enterprise BI with Power BI Premium
Building Enterprise BI with Power BI Premium
Power BI Premium
Premium capacity nodes
Premium capacity estimations
Premium capacity administration and allocation
Premium capacity resource optimization
Life cycle management with Premium
Summary
16
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Other Books You May Enjoy
17
Index
Index

The Data Model

The Data Model layer of the Power BI dataset consists of the Model view, the Data view, and the Fields list exposed in the Report view. Each of the three views in Power BI Desktop is accessible via an icon in the top-left menu below the toolbar, although the Data view is exclusively available to import mode and composite datasets.

Let’s first take a look at the Model view.

The Model view

The Model view provides the equivalent of a database diagram specific to the tables loaded to the dataset. The relationship lines and icons identify the cardinality of the relationship such as the parent table (1) having a one-to-many (*) relationship with the child table.

A solid line indicates that the relationship is active, while a dotted line denotes an inactive relationship that can only be activated via the USERELATIONSHIP() DAX expression.

The arrow icons on the relationship lines advise whether cross-filtering is single-directional (one arrow...

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